Filed January 4, 1996 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,605 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,234 | $110,699+71.8% | $177,821+7.0% | $90,288+110.7% |
| Participation rate | 86.4% | 88.3%-1.9pp | 87.7%-1.3pp | 73.4%+13.1pp |
| Annual return | 12.80% | 22.79%-10.0pp | 48.32%-35.5pp | 53.97%-41.2pp |
| Employer contribution / active EE | $3,659 | $4,118-11.1% | $5,918-38.2% | $2,524+45.0% |
| Participant deferral / active EE | $6,732 | $6,7310% | $7,714-12.7% | $4,232+59.1% |
| Admin fee / account holder | $44 | $90-51.6% | $12,427-99.6% | $114-61.8% |